In the media

Do you feel ready to make some changes in your financial life, but don’t know how or where to start? You’re in luck! This month, I have seven easy ways (no, really!) to improve your financial life so you’re in…

You’ve recently graduated from college, and perhaps you received a gift or a signing bonus. You are ready to start your adult life off on strong footing, but you aren’t sure what the best choice is for this unexpected windfall.…

Picture the home of a Richmond-area family. In it, a couple decides they want to start saving for their child’s college costs. They search online, “What’s the best way to save for college?” The search engine returns 333,000,000 results. The…

Does your investment strategy primarily consist of listening to that guy at your kid’s game who brags loudly about his genius stock picks? Let’s face it – there is something undeniably appealing about the idea of picking individual stocks and…

Have you ever asked your kids what charity or cause they would like to support, or shared with them what nonprofits you choose to support? As we move through the holiday season, the thoughts of many Americans turn to giving…

We want our kids to be financially literate, but it can be hard when adults can’t quite find the right words to explain some financial topics. Let’s face it, the industry is somewhat known for its abbreviations (IRA, HSA, TUWs)…

More and more employers are offering health savings accounts (HSAs) as part of their employee benefits package. This savings account allows you to set aside money to pay for qualified medical expenses incurred during the year income tax-free. The Upside…

Listen, there is an “F” word you really need to know. In fact, you might have heard this “F” word in the news before, and thought, That sounds like something only old people care about. I mean, seniors. (Sorry, Mema!)…

This time of year, many of us turn our thoughts to giving. In fact, according to money.com, TIME’s financial website, December is the top month for financial giving. With all of the hustle and bustle, it can seem easy to…

The average American family owes $8,377 in credit card debt according to a May 2017 article from CNBC’s MarketWatch. While a third of borrowers pay off their credit card bills in full each month, two-thirds of borrowers are carrying some…

Few words strike fear in the hearts of my clients like the question, “Do you have a budget?” The irony of this is that the stress induced by poorly managed spending literally keeps people up at night. So how can…

Is preschool too young to start talking to your children about money? It depends. Most 3-year-olds should be ready to start learning simple vocabulary and basic economic lessons, like If you want to buy something, you have to pay for…